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Staying ahead of the game: how to keep the strong stock market from jeopardizing your life goals

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Staying ahead of the game: how to keep the strong stock market from jeopardizing your life goals

By in Financial Tips, General Education, Investor Behavior
3 years ago
3 years ago 0 842

Are you ahead of the game when it comes to achieving your financial independence? Has the unusually strong stock market boosted your wealth to the point where you think you could work less or stop working sooner than expected? Are you at a point where you are increasing your current or future lifestyle expectations? Maybe your experience is all of the above. If so, that’s an exciting feeling. The possibility…

Why a market correction shouldn’t make you worry

By in Financial Tips, General Education, Investor Behavior, Quarterly Thoughts
3 years ago
3 years ago 0 852

When stock market performance outpaces expectations for an extended period, as it has recently, the anticipation of a market correction (a drop of 10% of more) can worry investors.  But, should you be concerned?  After all, significant drops in the stock markets are fairly common, as are rebounds and new highs.  While market fundamentals play a large role in these fluctuations, so does investor sentiment. This makes it impossible to…

Ironman Insights: 3 principles to follow to achieve your next big goal

By in Financial Tips, General Education
3 years ago
3 years ago 0 827

What is one of your big life goals? What’s a wild dream you’d like to achieve? When you’re in the midst of peak busyness, you may feel you can’t go after what you desire. Not true! As we head into the last few months of 2021, now is the perfect time to reflect on what you want to accomplish, not only through the end of the year, but in 2022 and…

Q2 2021 Quarterly Context Video

By in Financial Tips, General Education, Investor Behavior, Quarterly Thoughts, Video
3 years ago
3 years ago 0 672

What are investor expectations about market returns are moving forward, and why they are unreasonably high relative to the expectations of financial professionals. What a recent study shows about financial lessons learned from the pandemic. How is the fed changing its stimulation plans. Inflation jumped, and is causing debate. Three times the level of volatility risk is projected to be required for the same level of return vs. 20 years…

Q1 2021 Quarterly Context Video

By in Financial Tips, General Education, Investor Behavior, Quarterly Thoughts, Video
4 years ago
4 years ago 0 0 973

Vaccines picked up speed but are hitting some bumps, spring fever and more spending is in the air, all of that and big stimulus is causing markets to continue to defy the pandemic, but diversification still matters. See a dynamic video showing how the top-10 stocks in the S&P 500 has changed over last 20 years (hint.. a lot!). Learn how interest rate increases can hurt bond returns. See a…

Save more in 2021: 6 opportunities for midlife professionals and business owners

By in Financial Tips, General Education
4 years ago
4 years ago 0 0 1352

As you reach certain midlife milestones, you gain opportunities to save more money, whether through tax-deferred vehicles or identifying key expenses where you may be overpaying.  Business owners also have a chance to bounce back from what may have been a slower year in 2020 with some favorable tax rules.  Which of these options can you take advantage of this year? Delay tax payments Business owners who had a down…

Gen X insurance: how to put proper midlife protections in place

By in Financial Tips, General Education
4 years ago
4 years ago 0 0 950

If you’re a Gen X-er, it’s likely your life is starting to look very different than it did in your early years when you were just beginning your career and starting a family.  Now you’ve made significant headway in your career, earn a higher income, and have amassed significantly more wealth. Your children may be approaching the age where they can begin driving or they’re getting ready for college. You may also have…

What California homeowners need to know about Proposition 19

By in Financial Tips, News
4 years ago
4 years ago 0 0 929

On election day, the narrow passage of Proposition 19 in California brought good news for some homeowners.  The new law allows homeowners who are over 55, or disabled, or victims of wildfires or other disasters to transfer the tax base of their primary residence to a replacement residence.  This expands on the current law which allows homeowners over 55 to retain their tax base within their own county or some reciprocal counties,…